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Tuesday, June 9, 2026 |
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| We are pleased to share with you the latest news from Washington, tax law updates, private letter rulings, case studies and timely articles. We provide this weekly newsletter and website to our professional advisor friends. Please contact us if we can be of assistance to you and your clients. |
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Washington News |
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Free File Still Available for Non-Filers
On June 2, 2026, the Internal Revenue Service (IRS) announced that taxpayers who missed the April 15 tax filing deadline may still use the IRS Free File program.
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Private Letter Rulings |
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Exempt Status Denied for Hunting Retriever Club
Organization applied for exempt status under Sec. 501(c)(3). Organization states that it was formed as a recreational hunting retriever club. Organization’s activities consist of training days that are held approximately five times per year and hunting...
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Case Of The Week |
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Exit Strategies for Real Estate Investors, Part 15
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn to gold. By far, Karl’s passion was real estate and he was very successful in his investments.
Karl continued to buy and sell real...
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Article Of The Month |
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Testamentary Gift Annuities, Part 1
Charitable gift annuities (CGA) have long been a trusted option for donors who want to make a meaningful gift while receiving reliable, fixed payments. With a CGA arrangement, the donor contributes cash or appreciated assets to a charity and in return...
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If we can provide you assistance for your gift planning needs, please contact our office at 1-888-233-2784. Visit our website to take advantage of the variety of resources available including our online wills planner.
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